Anic Equity¶
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Total return since start: 0.605 %¶
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Equity now: -----------------------------> 49014.72 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44842.24 Kr¶
PnL: ---------------------------------------> -105.76 Kr¶
DD now: ---------------------------------> -7.729 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 17:23:10.149758'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.150000 | 1664.100000 | 196.560000 | 13.390000 | 1467.540000 |
| Sedana Medical | 93 | 2.220000 | 2570.520000 | 55.800000 | 2.220000 | 2514.720000 |
| Orrön Energy | 180 | 1.010000 | 2061.000000 | 23.400000 | 1.150000 | 2037.600000 |
| Hoist Finance | 35 | 2.150000 | 999.250000 | 21.000000 | 2.150000 | 978.250000 |
| JM | 6 | 2.020000 | 879.600000 | 17.400000 | 2.020000 | 862.200000 |
| Atrium Ljungberg B | 5 | 1.770000 | 949.500000 | 16.500000 | 1.770000 | 933.000000 |
| Platzer Fastigheter Holding B | 12 | 1.630000 | 974.400000 | 15.600000 | 1.630000 | 958.800000 |
| Catena | 2 | 1.520000 | 801.600000 | 12.000000 | 1.520000 | 789.600000 |
| Sagax B | 4 | 1.360000 | 863.600000 | 11.600000 | 1.360000 | 852.000000 |
| HEXPOL B | 9 | -0.170000 | 1026.900000 | 9.000000 | 0.880000 | 1017.900000 |
| BioGaia B | 8 | 0.860000 | 936.000000 | 8.000000 | 0.860000 | 928.000000 |
| Sagax A | 4 | 0.000000 | 860.000000 | 8.000000 | 0.940000 | 852.000000 |
| Clas Ohlson B | 12 | 0.370000 | 974.400000 | 3.600000 | 0.370000 | 970.800000 |
| Bilia A | 8 | 0.090000 | 900.000000 | 2.400000 | 0.270000 | 897.600000 |
| Biotage | 7 | 0.220000 | 941.500000 | 2.100000 | 0.220000 | 939.400000 |
| Gränges | 9 | 0.100000 | 927.000000 | 0.900000 | 0.100000 | 926.100000 |
| Byggmax Group | 33 | 0.070000 | 955.020000 | 0.660000 | 0.070000 | 954.360000 |
| Hexatronic Group | 12 | -0.050000 | 964.080000 | -0.480000 | -0.050000 | 964.560000 |
| AcadeMedia | 8 | -0.600000 | 400.400000 | -0.800000 | -0.200000 | 401.200000 |
| ASSA ABLOY B | 3 | -0.120000 | 776.100000 | -0.900000 | -0.120000 | 777.000000 |
| EQT | 4 | -0.340000 | 826.800000 | -2.800000 | -0.340000 | 829.600000 |
| SKF B | 5 | -0.670000 | 931.750000 | -6.250000 | -0.670000 | 938.000000 |
| Alimak Group | 11 | -0.830000 | 918.500000 | -7.700000 | -0.830000 | 926.200000 |
| Creaspac SPAC | 39 | -0.320000 | 3701.100000 | -7.800000 | -0.210000 | 3708.900000 |
| OX2 | 13 | -1.170000 | 936.650000 | -11.050000 | -1.170000 | 947.700000 |
| Addnode Group B | 11 | -2.100000 | 899.250000 | -19.250000 | -2.100000 | 918.500000 |
| Nordic Waterproofing Holding | 7 | -2.030000 | 945.000000 | -19.600000 | -2.030000 | 964.600000 |
| VEF | 909 | -1.860000 | 1818.000000 | -27.270000 | -1.480000 | 1845.270000 |
| Latour B | 4 | -4.160000 | 819.600000 | -35.600000 | -4.160000 | 855.200000 |
| Vitec Software Group B | 2 | -3.690000 | 1044.000000 | -40.000000 | -3.690000 | 1084.000000 |
| Bufab | 3 | -4.770000 | 1053.600000 | -52.800000 | -4.770000 | 1106.400000 |
| Indutrade | 5 | -4.410000 | 1161.000000 | -53.500000 | -4.410000 | 1214.500000 |
| INVISIO | 16 | -1.520000 | 3624.000000 | -56.000000 | -1.520000 | 3680.000000 |
| Hexagon B | 26 | -1.960000 | 3383.900000 | -67.600000 | -1.960000 | 3451.500000 |
| BHG Group | 97 | -7.000000 | 1354.120000 | -100.880000 | -6.930000 | 1455.000000 |
| TOTAL | 44842.240000 | -105.760000 | -7.72892% | 44948.000000 |
Updated:¶
'2023-07-03 17:23:26.856106'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
